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ESGU - ETF AI Analysis
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iShares ESG Aware MSCI USA ETF (ESGU)
Rating:75Outperform
Price Target:
$165.00
Positive Factors
Strong Top Holdings
Several key positions, such as Nvidia, Microsoft, and Alphabet, have delivered strong year-to-date performance, driving the ETF's returns.
Low Expense Ratio
The fund's expense ratio of 0.15% is relatively low, making it cost-efficient for investors.
Sector Diversification
The ETF is spread across multiple sectors, including technology, financials, and health care, reducing reliance on any single industry.
Negative Factors
High Technology Exposure
With nearly 37% of the portfolio in technology, the fund is heavily reliant on the performance of this sector.
Limited Geographic Exposure
The ETF is overwhelmingly focused on U.S. companies, offering minimal exposure to international markets.
Mixed Performance Among Holdings
While some top holdings have performed strongly, others like Amazon and Eli Lilly have shown weaker year-to-date gains, potentially dragging on overall returns.
ESGU vs. SPDR S&P 500 ETF (SPY)
AUM15.06B
RegionNorth America
Expense Ratio0.15%
Beta1.01
IssueriShares
Inception DateDec 01, 2016
Dividend Yield0.97%
Asset ClassEquity
Index TrackedMSCI USA Extended ESG Focus Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume579,928
30 Day Avg. Volume560,029
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
170.57Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering283
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ESGU Summary
The iShares ESG Aware MSCI USA ETF (ESGU) is an investment fund that focuses on U.S. companies while prioritizing environmental, social, and governance (ESG) factors. It includes well-known companies like Apple and Nvidia, and avoids industries like tobacco or controversial weapons. This ETF is a good choice for investors who want broad exposure to the U.S. stock market while supporting sustainable and socially responsible practices. However, since it heavily invests in sectors like technology, its performance can be influenced by trends in that industry.
How much will it cost me?The iShares ESG Aware MSCI USA ETF (ESGU) has an expense ratio of 0.15%, meaning you’ll pay $1.50 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The ESGU ETF, with its strong focus on technology and ESG principles, could benefit from continued innovation in tech and increasing investor demand for sustainable investments. However, it may face challenges from regulatory changes affecting ESG criteria or economic slowdowns impacting the U.S. equity market, particularly in sectors like technology and consumer cyclical. Its reliance on top holdings like Nvidia, Apple, and Microsoft also makes it sensitive to performance fluctuations in these companies.
ESGU Top 10 Holdings
The ESGU ETF leans heavily on the technology sector, with names like Nvidia, Apple, and Microsoft driving its performance thanks to their steady growth in AI and cloud innovations. Nvidia, in particular, has been a standout, riding the AI wave, while Alphabet’s strong fundamentals and AI-driven advancements have also bolstered the fund. However, Amazon and Meta have been lagging, with mixed technical indicators and challenges in margins and expenses holding them back. With its U.S.-focused portfolio and tech-heavy tilt, ESGU offers a concentrated bet on innovation but faces risks from sector-specific volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.82% | $1.18B | $4.57T | 27.45% | 85 Outperform | |
| Apple | 6.65% | $1.00B | $3.97T | 18.29% | 80 Outperform | |
| Microsoft | 5.92% | $892.02M | $3.69T | 17.58% | 82 Outperform | |
| Alphabet Class C | 4.71% | $710.47M | $3.37T | 55.51% | 86 Outperform | |
| Amazon | 3.86% | $582.05M | $2.61T | 17.40% | 76 Outperform | |
| Broadcom | 2.68% | $403.60M | $1.65T | 90.28% | 76 Outperform | |
| Meta Platforms | 2.18% | $328.15M | $1.57T | 5.49% | 71 Outperform | |
| Tesla | 2.10% | $316.38M | $1.43T | 33.72% | 73 Outperform | |
| JPMorgan Chase | 1.43% | $215.03M | $855.36B | 32.59% | 72 Outperform | |
| Eli Lilly & Co | 1.30% | $195.38M | $873.88B | 11.16% | 76 Outperform |
ESGU Technical Analysis
Positive
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Price Trends
145.38
Positive
141.21
Positive
133.13
Positive
Market Momentum
0.87
Positive
49.82
Neutral
22.74
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ESGU, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 147.47, equal to the 50-day MA of 145.38, and equal to the 200-day MA of 133.13, indicating a neutral trend. The MACD of 0.87 indicates Positive momentum. The RSI at 49.82 is Neutral, neither overbought nor oversold. The STOCH value of 22.74 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ESGU.
ESGU Peer Comparison
Comparison Results
Performance Comparison
ESGU
iShares ESG Aware MSCI USA ETF
147.06
16.57
12.70%
VTI
Vanguard Total Stock Market ETF
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VIG
Vanguard Dividend Appreciation ETF
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ITOT
iShares Core S&P Total U.S. Stock Market ETF
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QUAL
iShares MSCI USA Quality Factor ETF
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DFAC
Dimensional U.S. Core Equity 2 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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